Since you guys don’t seem to mind my chart heavy posts (and I am still hoping for a generous share allotment when The Analyst IPOs this site) I thought I would toss up a few that piqued my interest this week.
What looks to be a resounding turnaround in global PMI. Improvement everywhere but Switzerland and expansion globally in US, UK, Japan, China, and Brazil.
Okun’s law showing that either US GDP is poised for growth or the unemployment rate will level off.
A staggering improvement in US breakeven curve over the past month, notably the front end.
Conference Boar Leading Economic Indicators pushing for continued strength in Q1
BAML’s Sell Side Consensus Indicator points out that research groups are extremely bearish on stocks which is a convincing contrarian indicator
Todays ISM (PMI) tipping the hand to an extremely higher than estimated manufacturing growth print. From UBS
CPI and Business Confidence pointing to higher nominal and real rates. From JPM
BNP Breaks down the Employment Cost Index, government employees looking cheap which seems to show the public hiring lag to be bottoming.
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I totally agree with what you are saying here! It there were more editors like you guys, there would be more such needed information available for free and with no registrations needed! Looking forward for the updates!
This is so exciting! I don’t think you’ve considered what happens day to day, but I still think you make a lot of sense.